Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,159
Closed -$475K 329
2023
Q3
$475K Buy
6,159
+12
+0.2% +$925 0.05% 244
2023
Q2
$518K Buy
+6,147
New +$518K 0.05% 241